Birchwood Financial Partners Inc. Buys New Position in Harbor Long-Term Growers ETF $WINN

Birchwood Financial Partners Inc. purchased a new position in shares of Harbor Long-Term Growers ETF (NYSEARCA:WINN) during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm purchased 115,088 shares of the company’s stock, valued at approximately $3,580,000. Harbor Long-Term Growers ETF comprises 3.6% of Birchwood Financial Partners Inc.’s holdings, making the stock its 6th biggest holding. Birchwood Financial Partners Inc. owned about 0.33% of Harbor Long-Term Growers ETF as of its most recent SEC filing.

Several other institutional investors also recently added to or reduced their stakes in WINN. Corient Private Wealth LLC grew its position in Harbor Long-Term Growers ETF by 32.2% during the 2nd quarter. Corient Private Wealth LLC now owns 3,390,122 shares of the company’s stock worth $101,356,000 after purchasing an additional 825,434 shares during the last quarter. Wealth Enhancement Advisory Services LLC boosted its stake in shares of Harbor Long-Term Growers ETF by 1.8% during the fourth quarter. Wealth Enhancement Advisory Services LLC now owns 2,874,696 shares of the company’s stock worth $90,150,000 after buying an additional 51,770 shares during the period. Grant Street Asset Management Inc. boosted its stake in shares of Harbor Long-Term Growers ETF by 1.1% during the fourth quarter. Grant Street Asset Management Inc. now owns 2,238,226 shares of the company’s stock worth $69,619,000 after buying an additional 23,348 shares during the period. Raymond James Financial Inc. grew its holdings in shares of Harbor Long-Term Growers ETF by 52.5% during the third quarter. Raymond James Financial Inc. now owns 1,633,600 shares of the company’s stock worth $50,903,000 after buying an additional 562,235 shares during the last quarter. Finally, Auctus Advisors LLC purchased a new position in shares of Harbor Long-Term Growers ETF during the fourth quarter worth about $41,678,000. Institutional investors and hedge funds own 81.36% of the company’s stock.

Harbor Long-Term Growers ETF Stock Up 1.4%

Shares of WINN stock opened at $32.67 on Friday. The stock has a market capitalization of $1.13 billion, a PE ratio of -105.39 and a beta of 1.23. Harbor Long-Term Growers ETF has a 52-week low of $26.62 and a 52-week high of $34.12. The stock’s 50-day moving average price is $32.01 and its 200 day moving average price is $30.71.

Harbor Long-Term Growers ETF Profile

The Harbor Long-Term Growers ETF (WINN) is an exchange-traded fund that mostly invests in total market equity. The fund is an actively managed fund of large- and mid-cap US stocks that have above-average prospects for long-term growth. Securities are selected using a proprietary combination of bottom-up, fundamental research and systematic portfolio construction. WINN was launched on Feb 2, 2022 and is managed by Harbor.